TSA Wealth Management
MUB icon

TSA Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

TSA Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.93M Buy
29,002
+18,531
+177% +$1.95M 0.82% 30
2026
Q2 		$1.13M Sell
10,471
-7,704
-42% -$824K 0.32% 50
2026
Q1 		$1.93M Buy
18,175
+9,471
+109% +$1.02M 0.62% 32
2025
Q4 		$932K Buy
8,704
+1,618
+23% +$173K 0.31% 46
2025
Q3 		$755K Buy
7,086
+1,451
+26% +$152K 0.26% 48
2025
Q2 		$589K Sell
5,635
-2,232
-28% -$232K 0.22% 50
2025
Q1 		$829K Sell
7,867
-8,078
-51% -$859K 0.33% 38
2024
Q4 		$1.7M Buy
15,945
+257
+2% +$27.6K 0.69% 26
2024
Q3 		$1.7M Buy
15,688
+5,441
+53% +$586K 0.69% 25
2024
Q2 		$1.09M Buy
10,247
+8,153
+389% +$868K 0.46% 30
2024
Q1 		$225K Buy
2,094
+57
+3% +$6.15K 0.1% 53
2023
Q4 		$221K Buy
+2,037
New +$213K 0.1% 51

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TSA Wealth Management's MUB Position: Q3 2026 in Review

TSA Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 177% in Q3 2026, buying an estimated $1.95M and bringing the position to 29,002 shares worth $2.93M. The position accounts for 0.82% of the portfolio, ranked #30.

TSA Wealth Management first reported a position in MUB in Q4 2023 and has held it in 12 quarters since. 502 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • TSA Wealth Management held 29,002 shares of iShares National Muni Bond ETF worth $2.93M as of Q3 2026.
  • TSA Wealth Management bought 18,531 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.95M.
  • iShares National Muni Bond ETF made up 0.82% of TSA Wealth Management's portfolio in Q3 2026, its #30 holding.
  • TSA Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.